SWA
PFE icon

Stratos Wealth Advisors’s Pfizer PFE Stock Holding History

Stratos Wealth Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.24M Buy
79,811
+8,190
+11% +$218K 0.14% 151
2025
Q4 		$1.78M Buy
71,621
+4,872
+7% +$123K 0.09% 228
2025
Q3 		$1.7M Sell
66,749
-1,644
-2% -$40.6K 0.08% 246
2025
Q2 		$1.66M Sell
68,393
-3,556
-5% -$82.9K 0.09% 240
2025
Q1 		$1.82M Buy
71,949
+18,900
+36% +$495K 0.1% 205
2024
Q4 		$1.41M Sell
53,049
-58,510
-52% -$1.59M 0.07% 281
2024
Q3 		$3.23M Buy
111,559
+621
+0.6% +$18.1K 0.15% 153
2024
Q2 		$3.1M Buy
110,938
+38,486
+53% +$1.06M 0.15% 145
2024
Q1 		$2.01M Sell
72,452
-79,256
-52% -$2.2M 0.12% 192
2023
Q4 		$4.37M Sell
151,708
-19,896
-12% -$601K 0.25% 114
2023
Q3 		$5.69M Buy
171,604
+35,095
+26% +$1.24M 0.38% 71
2023
Q2 		$5.01M Buy
136,509
+5,052
+4% +$197K 0.35% 74
2023
Q1 		$5.36M Buy
131,457
+25,265
+24% +$1.09M 0.41% 61
2022
Q4 		$5.44M Buy
106,192
+4,489
+4% +$215K 0.45% 48
2022
Q3 		$4.45M Sell
101,703
-26,464
-21% -$1.29M 0.47% 46
2022
Q2 		$6.72M Sell
128,167
-1,973
-2% -$101K 0.61% 28
2022
Q1 		$6.74M Sell
130,140
-8,889
-6% -$461K 0.55% 36
2021
Q4 		$8.21M Sell
139,029
-3,906
-3% -$194K 0.59% 30
2021
Q3 		$6.15M Sell
142,935
-4,417
-3% -$196K 0.53% 39
2021
Q2 		$5.77M Buy
147,352
+6,325
+4% +$246K 0.51% 45
2021
Q1 		$5.11M Sell
141,027
-5,369
-4% -$191K 0.54% 47
2020
Q4 		$5.39M Buy
146,396
+35,842
+32% +$1.31M 0.74% 29
2020
Q3 		$3.85M Sell
110,554
-736
-0.7% -$25.8K 0.94% 31
2020
Q2 		$3.45M Buy
111,290
+94,661
+569% +$3.22M 1.06% 24
2020
Q1 		$515K Sell
16,629
-510
-3% -$17.4K 0.36% 69
2019
Q4 		$637K Sell
17,139
-3,561
-17% -$127K 0.36% 65
2019
Q3 		$706K Buy
20,700
+2,398
+13% +$87.2K 0.27% 93
2019
Q2 		$752K Buy
18,302
+420
+2% +$16.7K 0.3% 80
2019
Q1 		$721K Buy
17,882
+301
+2% +$12.1K 0.39% 71
2018
Q4 		$728K Buy
+17,581
New +$730K 0.49% 61

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Stratos Wealth Advisors's PFE Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Pfizer (PFE) stake by 11% in Q1 2026, buying an estimated $218K and bringing the position to 79,811 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #151.

Stratos Wealth Advisors first reported a position in PFE in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.21M in Q4 2021. 2,939 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

  • Stratos Wealth Advisors held 79,811 shares of Pfizer worth $2.24M as of Q1 2026.
  • Stratos Wealth Advisors bought 8,190 Pfizer shares in Q1 2026, an estimated $218K.
  • Pfizer made up 0.14% of Stratos Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • Stratos Wealth Advisors first reported a position in Pfizer in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Pfizer position peaked at $8.21M in Q4 2021.
  • 2,939 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.